SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.58 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,747,346 | -3.4% | 54,295 | -0.0% | 0.14% | -2.8% |
Q2 2023 | $2,844,493 | +10.7% | 54,315 | +2.3% | 0.14% | -2.1% |
Q1 2023 | $2,568,442 | +7.2% | 53,100 | +0.1% | 0.15% | +2.1% |
Q4 2022 | $2,395,500 | +5.7% | 53,056 | -0.8% | 0.14% | +7.5% |
Q3 2022 | $2,266,000 | +4.3% | 53,503 | +10.0% | 0.13% | +5.6% |
Q2 2022 | $2,172,000 | -18.8% | 48,637 | -2.0% | 0.13% | +0.8% |
Q1 2022 | $2,674,000 | -5.0% | 49,653 | +100.8% | 0.12% | -6.0% |
Q4 2021 | $2,815,000 | +8.8% | 24,731 | -0.6% | 0.13% | -0.7% |
Q3 2021 | $2,588,000 | +14.3% | 24,878 | +14.2% | 0.13% | +14.5% |
Q2 2021 | $2,264,000 | +61.4% | 21,778 | +49.0% | 0.12% | +41.0% |
Q1 2021 | $1,403,000 | +9.4% | 14,615 | +3.6% | 0.08% | +5.1% |
Q4 2020 | $1,283,000 | +14.8% | 14,110 | +1.8% | 0.08% | +2.6% |
Q3 2020 | $1,118,000 | +5.3% | 13,866 | -3.3% | 0.08% | -10.5% |
Q2 2020 | $1,062,000 | +21.0% | 14,337 | +0.0% | 0.09% | -6.5% |
Q1 2020 | $878,000 | -20.6% | 14,332 | -0.5% | 0.09% | -22.7% |
Q4 2019 | $1,106,000 | +13.0% | 14,397 | +4.3% | 0.12% | +4.4% |
Q3 2019 | $979,000 | +1.6% | 13,799 | +0.5% | 0.11% | +1.8% |
Q2 2019 | $964,000 | +7.1% | 13,729 | +3.2% | 0.11% | +2.8% |
Q1 2019 | $900,000 | +108.3% | 13,309 | +84.0% | 0.11% | +75.8% |
Q4 2018 | $432,000 | -8.3% | 7,233 | +6.9% | 0.06% | +6.9% |
Q3 2018 | $471,000 | +18.6% | 6,764 | +10.8% | 0.06% | +13.7% |
Q2 2018 | $397,000 | +12.5% | 6,104 | +9.2% | 0.05% | +4.1% |
Q1 2018 | $353,000 | -9.3% | 5,590 | -8.4% | 0.05% | +4.3% |
Q4 2017 | $389,000 | +6.6% | 6,103 | +0.5% | 0.05% | 0.0% |
Q3 2017 | $365,000 | +24.6% | 6,075 | +19.9% | 0.05% | +14.6% |
Q2 2017 | $293,000 | -99.9% | 5,068 | +4.0% | 0.04% | 0.0% |
Q3 2016 | $251,421,000 | +103793.0% | 4,871 | +0.4% | 0.04% | -4.7% |
Q2 2016 | $242,000 | -99.9% | 4,854 | -22.3% | 0.04% | -23.2% |
Q1 2016 | $305,164,000 | +130871.7% | 6,248 | +30.0% | 0.06% | +24.4% |
Q4 2015 | $233,000 | +6.4% | 4,806 | +0.5% | 0.04% | -4.3% |
Q3 2015 | $219,000 | -6.4% | 4,781 | +0.5% | 0.05% | -11.3% |
Q2 2015 | $234,000 | 0.0% | 4,756 | +0.5% | 0.05% | 0.0% |
Q1 2015 | $234,000 | -6.4% | 4,730 | -7.4% | 0.05% | -7.0% |
Q4 2014 | $250,000 | +4.6% | 5,106 | +0.5% | 0.06% | +5.6% |
Q3 2014 | $239,000 | +0.8% | 5,083 | +0.5% | 0.05% | 0.0% |
Q2 2014 | $237,000 | +5.3% | 5,060 | +0.5% | 0.05% | +1.9% |
Q1 2014 | $225,000 | +1.8% | 5,036 | +0.5% | 0.05% | +3.9% |
Q4 2013 | $221,000 | +10.0% | 5,013 | +0.5% | 0.05% | -3.8% |
Q3 2013 | $201,000 | – | 4,990 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |